(Senior) Funds & Alternative Investments Manager, Private Banking
Core
Primary product expert and key point of contact for relationship managers and investment consultants on all fund and alternative investment products.
Role type
Senior product specialist (funds & alternative investments)
Builds
Sales collateral, product fact sheets, comparison guides, client presentation materials, and training programs
Domain
Private Banking / Asset Management
Deliverable
product features
Required skills
Fund product expertise, sales support, market research, competitive analysis, sales performance monitoring, stakeholder engagement, complex concept translation
Preferred skills
Alternative investment knowledge, CFA/CAIA certification, Master's degree
Technologies
N/A
Responsibilities
Develop and maintain high-quality sales collateral and client presentation materials; Deliver engaging training programs and enablement sessions to frontline teams; Conduct competitive analysis and market research to support product positioning; Monitor product sales performance and provide actionable insights to teams and management; Engage with internal stakeholders to resolve sales obstacles and gather feedback; Provide day-to-day support on product questions and client objections
Seniority
Senior, hands-on IC